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The AI Bookkeeper is a chat assistant that reads your data, prepares bookkeeping actions, and waits for your approval before it changes records.

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Where to use it

  • In the app — open Bookkeeper under Zeno in the sidebar. On mobile, the same entry is labeled AI. Conversations are saved in the sidebar for later.
  • By phone or WhatsApp — an optional add-on, set up by us. See below.

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By phone and WhatsApp

The assistant answers actual phone calls. Someone rings the number, asks what a tenant’s balance is, and hears the answer — no app, no login. WhatsApp works the same way in text. It speaks English and Hebrew, and picks up which one it’s hearing. Hebrew is handled by a speech engine chosen for it specifically, because the general-purpose one transcribes it poorly. Over the phone it can look up tenants, balances, payment history, invoices, recent payments, and a property summary — the same reading it does in the app. It doesn’t post transactions by voice. Access is by caller ID. We authorize each phone number against a person in your organization, and calls from anywhere else are refused. Voice and WhatsApp are enabled per person, so you can give a property manager phone access without giving it to everyone.
There’s no self-serve setup for this yet — ask us to turn it on and tell us which numbers to authorize.

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What else lives in the Zeno section

Underneath Bookkeeper, the sidebar has two companion surfaces:
  • Knowledge & rules — everything Zeno knows about your books, on three tabs. Entries is the org-wide memory the Bookkeeper draws on: routines, categorization rules, and review hints saved from past chats, with confirmed entries auto-injected into future tool results. Rules is the bank-feed auto-categorization rule list. Log is a session-by-session record of what the Bookkeeper did, what tools it called, and what you approved.
  • Inbox (Beta) — a queue view of bank-feed items the Bookkeeper has clustered into draft work packs for batch review.

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What it can look up

  • Tenant balances, payment history, invoice history
  • Properties, units, leases, and rent amounts
  • Items in the Inbox and documents that have been filed
  • Recent payments across the organization
  • QuickBooks customers, invoices, payments, and credit memos (if connected)
  • Comparisons between Zeno and QuickBooks

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What it can prepare

For write actions, the Bookkeeper validates your request and shows the details before it acts. You approve the action in chat; the audit trail records it under your user with agent context.
  • Categorize bank-feed items — post one or more pending items to the ledger with a GL account, vendor, memo, and cost-center scope.
  • Skip bank-feed items — mark items as ignored with a reason.
  • Create or update rules — preview a rule’s shape and match count, then save it after you approve.
  • Search documents — find uploaded scans, receipts, bills, statements, and filed documents.
  • Review AP and AR — list bills, invoices, and aging summaries.
  • Check reconciliation state — summarize a GL account’s last reconciliation and uncleared transactions.
  • Save org knowledge — record approved routines, categorization rules, and review hints for future sessions.
Approval-gated writes require a clear yes from you before the Bookkeeper calls the tool.

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Tips for fast answers

  • Use full tenant names or unit numbers.
  • Include the amount for payments and credits.
  • Say “yesterday” or a specific date if it’s not today.
  • Follow up in the same conversation — the Bookkeeper keeps context.
Invoice workflows, lease edits, full Inbox review, and accounting sync still happen in the main app.